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Professional Services Automation
Modernize your business and service delivery
Professional Services Automation
In today's digital-driven era, professional services organizations require a strategic edge to evolve, adapt, and retain their clientele. Plugorange’s professional services automation software is the nexus where efficiency, growth, and customer satisfaction meet.
Adapting in a Dynamic Marketplace with Plugorange
With rapid market shifts and evolving client expectations, professional services firms need agility at their core. Our solution offers:
- Tailored Service Delivery: Whether you’re looking to drive revenue, bolster profitability, or amplify customer retention, our professional services automation tool is designed to integrate seamlessly within your existing tech environment.
- End-to-End Engagement: From planning to project delivery, finance to feedback, harness a unified platform that fosters consistency and excellence in client engagements.
Overcome the Challenges with Plug Orange
Every professional services firm faces its unique set of challenges, but common among them are:
- Billing constraints limited to traditional Time & Materials or fixed fee structures.
- Fragmented data and systems resulting in unplanned adjustments and inaccurate forecasts.
- A hit to client trust due to inconsistent delivery and billing disparities.
- Eroding profit margins exacerbated by delayed services, billing lags, and unnecessary rework.
- Time-draining manual reporting and the peril of data entry errors.
- Compliance concerns arising from disjointed reporting processes.
Professional services automation software capabilities
Strategic Alignment
Planning
Delivery
Performance Analytics
Financials
Strategic Alignment
Connect Professional Services to the rest of the company and to new business models.
Professional Services Objectives & Key Results
Clearly outline objectives and key results aligning corporate strategy to professional services efforts.
Multiple Business Model Support
Align Services processes and structures to multiple business models including T&M, Fixed Fee, Subscriptions, and Outcomes.
Planning
Connect opportunities to engagements for maximum profits and customer success
CRM Integration
Bi-directional integrations with custom triggers to capture opportunity details for planning.
Pipeline and Backlog Management
Manage incoming sales opportunities and prioritize your backlog with opportunity and project views.
Revenue Forecasting
Gain detailed visibility into expected revenue and plan for future resource needs.
Quoting and SOW Management
Simplify the quote and SOW creation, distribution, and approval processes.
Capacity Planning
Create scenarios to model the impact of potential changes, balance trade-offs, and visualize the impacts of adjusting investment priorities.
Contract Management
Create and execute on contracts that establish the financial, rate and billing structures to drive profits and delivery success.
Staff Planning
Make sure you have the right people hired, contracted, and assigned to the right client engagements by skill, experience, rate, utilization, and other categories.
Delivery
Connect and deliver using multiple ways of working to successfully deliver client engagements profitably.
Project Planning
Clearly outline project plans and work breakdown structures for client engagements.
Delivery/Project Templates
Standardize delivery/project templates by type for more efficient engagement and project creation and execution.
Resource Management and Optimization
View and manage your entire resource pool to assign the right resources at the right time for more efficient and profitable project delivery across all engagements.
Collaboration
Collaborate with clients and delivery team members using built-in chat and email features or through integrations.
Change, Risk, Issue Management
Gain early visibility into requested scope changes, project risks and issues to address them before they affect delivery targets and client satisfaction.
Time and Expense Management
Provide anytime, anywhere access to time and expense tracking and approvals for timely reporting and invoicing.
Status Reporting
Create dashboards and reports by user type from executive to individual contributor to track project and client engagement statuses in near real-time.
Hybrid and Agile Work Delivery
Deliver hybrid and agile work using traditional tasks or Kanban team boards with ease – enabling your teams to continue delivering value without disruption.
Performance Analytics
Connect full lifecycle services data to gain insights into the metrics that matter.
Utilization Analytics
Analyze resource utilization in near real-time to inform key resource optimization decisions.
Revenue and Profit Forecast
See a clear picture of your planned and actual financial performance when you want it.
Portfolio Analysis
Review and analyze your engagements by portfolio groupings such as region, practice, and engagement type.
Post-Engagement Survey and Analysis
Gauge your client satisfaction and analyze where you can improve.
Financials
Manage critical Professional Services financial processes connected to financial systems of record.
Billing and Invoicing
Deliver billing items such as time and milestones to ERP for invoicing or deliver customer invoices directly from the Plugorange PSA solution.
Revenue Recognition
Get real-time visibility into revenue and deliver the results to your ERP system. Have Plugorange PSA perform the revenue recognition process or simply deliver the inputs to your ERP system for processing.
Cost Management
Understand the labor and material costs of your engagements to ensure profitability.
ERP or System of Record Integration
Bi-directional integrations to pass accurate work effort and financial information to your ERP or system of record.
Infuse Value into Every Client Interaction
- Operational Excellence Meets Client Success: Seamlessly transition from quotes to cash, assign the best-fit resources to projects, and preemptively tackle delivery challenges.
- Expand Your Service Reach: With agile service delivery, predictive insights into resource allocation, and strategic alignment, outpace competitors and win more contracts.
- Champion Customer Retention: Cultivate client loyalty with harmonized engagement strategies, transparent project charters, and collective insights into ongoing and forthcoming client projects.
Adaptable PSA Software for Every Professional Service Niche
From organizations that aim for improved delivery results and profitability to those seeking an all-encompassing platform for holistic performance and financial oversight, Plugorange’s PSA tool is versatile and scalable. Get in touch, and let’s tailor a solution that perfectly aligns with your business’s distinct needs and aspirations.
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